focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Valuations on the London market are geared to shorting but that is about to reverse. We are in an international market so sell in May now means 'profits away'. Long term investing in good stock is the winner. This year is the breaking point.
Certainly not the time to sell.
London market is at bargain basement level in comparison to other exchanges.
Take advantage of it.
I I did mention on the BHP site that massive heat pumps could be installed along the mine shaft and could be leased to the local electricity companies to provide funds. The further we dig down, the warmer the environment becomes so it makes sense to turn the heat into something valuable that will cover expenses.
It does not really matter to us share holders. We are sitting on a good thing that will pay big dividends in the long term. To actually be involved in the largest supple of POLY 4 in the world is a remarkable achievement, irrespective of who owns it.
I thought that China would jump in to grab it at a basic price to help cultivate barren areas of their country. It would have saved them paying world market prices for an essential commodity.
Still the game is not over yet!
Another advantage in the 'Woodsmith mine' is, as it is so deep in the earth, it would allow massive heat pumps to be installed and possibly leased out to local electricity companies. This cheap electricity move would service all Yorkshire and the profits accruing would cover any further mine expenses.
I hold GLEN, BHP and AAL .I am expecting a dark horse from China to walk in and sweep the decks.
IF BHP INCLUDED A £10 CASH OFFER FROM ITS HUGE RESERVES,IT WOULD BE A DONE DEAL.
It would be hard to refuse.
A bird in the hand is worth two in the bush.
I have stuck with POLY 4 since Sirius shambles. I reckon this is the perfect long term investment. The world may collapse around us but food production will still play an important part in our everyday activities. The Chinese showed a great deal of interest I in this product in the initial stages, so they will be watching this scenario with some envious interest. The game has just begun. Roll on a billion pound industry!
The sound of silence prevails.
Water is seeping into the hatches.
If this firm is serious in its offer for AAL then bite the bullet and pay £45 per share and be done with it before the Chinese snap it up. With a lot of mouths to feed, it would be a rare opportunity to make a killing for a very large population.